How big is Swiss Management, Ltd.'s plan?

Swiss Management, Ltd.'s plan reported $432K in assets and 11 participants for 2024.

Original filing (PDF)20250730131057NAL0006711360001

Swiss Management, Ltd.

Name: Swiss Management, Ltd. — Swiss Management, Ltd., Form 5500 (2024)
Creator: Swiss Management, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Swiss Management, Ltd. Retirement Plan

401(k) retirement plan · Swiss Management, Ltd.'s Swiss Management, Ltd. Retirement Plan held $432K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$432K

Net assets (EOY)

$432K

People on this filing

Richard Goodwin signed Swiss Management, Ltd.'s 2024 Form 5500 as plan administrator.

Richard Goodwin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Swiss Management, Ltd.'s EIN is 11-3259654.

EIN 11-3259654

Plan number 001

Plan year 2024

ACK ID 20250730131057NAL0006711360001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Swiss Management, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Swiss Management, Ltd.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SWISS MANAGEMENT, LTD..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score